Optimum Investment Advisors First Trust Dorsey Wright Focu Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 21, 2021	SELL	$33.83 - $40.86 $22,666 - $27,376	-670 Closed	0 $0
Q1 2018 May 09, 2018	BUY	N/A	670 New	670 $19,000

Others Institutions Holding FV

# of Institutions

327

Shares Held

42.6M

Call Options Held

4.6K

Put Options Held

0

Morgan Stanley New York, NY

6.88M
Shares

$420 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$255 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$252 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$172 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.67M
Shares

$102 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
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